We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Spahn Wealth & Retirement
6701
Spahn Wealth & Retirement
Arizona
$136M -$16.2M -11% 8.09% – 36 22.22% 0.2
Orser Capital Management
6702
Orser Capital Management
Texas
$136M -$9.06M -6% 3.51% 128% 51 27.45% 4
BankPlus Wealth Management
6703
BankPlus Wealth Management
Mississippi
$136M +$1.96M +1% 1.92% – 109 14.68% 0.2
Legend Financial Advisors
6704
Legend Financial Advisors
Pennsylvania
$136M -$5.6M -4% 0.43% 117% 270 87.04% 2.5
Cottonwood Capital Advisors
6705
Cottonwood Capital Advisors
Utah
$136M -$3.43M -2% 1.26% 79% 137 14.6% 2.2
SFM LLC
6706
SFM LLC
New Hampshire
$136M -$5.86M -4% 2.97% 67.5% 62 14.52% 1.1
Fire Capital Management
6707
Fire Capital Management
California
$136M +$1.72M +1% 3.37% – 96 13.54% 0.2
Highland Peak Capital
6708
Highland Peak Capital
Connecticut
$136M -$46.7M -26% 4.73% 260% 24 75% 0.3
MFFIA
6709
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$136M +$2.05M +2% 2.37% 136% 69 2.9% 1.9
Lee-Kelleher Wealth Management
6710
Lee-Kelleher Wealth Management
Maryland
$136M -$4.5M -3% 3.72% – 41 14.63% 0.2
LAM Group
6711
LAM Group
Oregon
$136M -$4.32M -3% 0.18% 61.8% 133 45.11% 2.1
Reyes Financial Architecture
6712
Reyes Financial Architecture
California
$136M +$8.7M +7% 1.06% – 359 30.36% 0.2
UHLMANN PRICE SECURITIES
6713
UHLMANN PRICE SECURITIES
Illinois
$136M +$3.35M +3% 1.01% – 194 10.82% 0.5
Fischer Investment Strategies
6714
Fischer Investment Strategies
California
$136M +$10M +8% 0.49% 81% 38 44.74% 0.6
BCM
6715
Beaumont Capital Management
Massachusetts
$136M +$6.01M +5% 0.62% 49.6% 75 56% 0.9
Stonekeep Investments
6716
Stonekeep Investments
New Mexico
$136M +$1.31M +1% 1.89% – 63 12.7% 0.6
Financially Speaking
6717
Financially Speaking
Colorado
$136M -$11.6M -8% 0.76% – 195 67.69% 0.2
Byrne Asset Management
6718
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 2.16% 126% 610 33.28% 1.4
Millennium Capital Advisors
6719
Millennium Capital Advisors
Arkansas
$135M -$11M -8% 4.98% 134% 121 9.09% 2.5
Allodium Investment Consultants
6720
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 0.91% – 48 6.25% 0.2
Schwallier Wealth Management
6721
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 0.77% 42.3% 53 35.85% 0.7
Axis Wealth Partners
6722
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 0.55% – 140 7.14% 0.2
Cadence Wealth Management
6723
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 9.31% 56.4% 47 4.26% 2.2
SFI Advisors
6724
SFI Advisors
New Jersey
$135M -$7.17M -5% 4.02% 95.9% 93 34.41% 1.9
Brewster Financial Planning
6725
Brewster Financial Planning
New York
$135M +$3.26M +2% 0.01% 44.3% 28 17.86% 1.9